Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 207,983 shares of XLE stock, worth $19 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
207,983
Previous 202,450 2.73%
Holding current value
$19 Million
Previous $17 Billion 15.69%
% of portfolio
0.79%
Previous 0.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $442,142 - $522,370
5,533 Added 2.73%
207,983 $19.6 Billion
Q4 2023

Apr 15, 2024
BUY
$81.2 - $91.96 $16.4 Million - $18.6 Million
202,450 New
202,450 $17 Billion

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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